Power BI Connector for Act! CRM

Build 24.0.9062

Activities

Create, update, delete and query the Activities in your Act! CRM database.

Table Specific Information

Select

  • Id supports the '=' operator.
  • Subject supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Created supports the '<=,<,=,!=,>,>=' operator.
  • ActivityPriorityName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • ActivityTypeName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentDisplayName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentFileExtension supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentFileName supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentFileSize supports the '<=,<,=,!=,>,>=' operator.
  • AttachmentFileSizeDisplay supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentFileType supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • AttachmentLastModified supports the '<=,<,=,!=,>,>=' operator.
  • AttachmentPersonal supports the '=' operator.
  • Details supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • Edited supports the '<=,<,=,!=,>,>=' operator.
  • EndTime supports the '<=,<,=,!=,>,>=' operator.
  • IsCleared supports the '=' operator.
  • IsPrivate supports the '=' operator.
  • IsTimeless supports the '=' operator.
  • Location supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • RecurSpecFrequency supports the '<=,<,=,!=,>,>=' operator.
  • RecurSpecIsEndless supports the '=' operator.
  • RecurSpecMonth supports the '<=,<,=,!=,>,>=' operator.
  • RecurSpecRecurType supports the '<=,<,=,!=,>,>=,CONTAINS' operator.
  • RecurSpecSeriesEnd supports the '<=,<,=,!=,>,>=' operator.
  • RecurSpecSeriesStart supports the '<=,<,=,!=,>,>=' operator.
  • StartTime supports the '<=,<,=,!=,>,>=' operator.
The 本製品 uses the Act! CRM API to process search criteria that refer to the supported fields. The 本製品 processes other filters client-side within the 本製品. For example, the following queries are processed server side: 
SELECT * FROM Activities WHERE Location = 'London'

SELECT * FROM Activities WHERE Subject = 'Team meeting'

Insert

To insert a activity, you must specify atleast one contact, start time and end time. 

INSERT INTO Activities (ContactsAggregate, StartTime, EndTime) VALUES ('123456', '2020-01-27 10:00:000', '2020-01-31 10:00:00')

Update

Any column where ReadOnly=False can be updated. Specify the Activity Id when updating a group 

UPDATE Activities SET ActivityPriorityId = 1, isPrivate = false WHERE Id = '12345'

Delete

Activities can be deleted by providing an Id and issuing a DELETE statement. 

DELETE FROM Activities WHERE Id = '12345'

Columns

Name Type ReadOnly Description
Id [KEY] String True

A unique identifier that represents the activity.

ActivityPriorityId Integer False

Activity Priority value

ActivityPriorityName String False

Displays the priority of the activity.

ActivityTypeId Integer True

Displays the id of the type of the activity.

ActivityTypeName String True

Displays the type of the activity.

AttachmentDisplayName String False

Gets presentation name of the attachment.

AttachmentFileExtension String False

Gets the extension of the Attachment

AttachmentFileName String False

Gets a string representing the directory's full path.

AttachmentFileSize Int False

Gets the size (bytes) of the attachments.

AttachmentFileSizeDisplay String False

Gets the displayable text representation of the attachment

AttachmentFileType String False

Gets the registered system file type name of the attachment

AttachmentLastModified Datetime False

Gets the last modified date of the attachment

AttachmentPersonal Bool False

Indicates whether the attachment is bound for the personal supplemental files or the workgroup supplemental files.

CompaniesAggregate String False

List of companies that are associated to this activity.

ContactsAggregate String False

List of contacts that are associated to this activity.

Created Datetime True

The date and time the activity was created.

Details String False

Additional detailed information about the activity.

Edited Datetime True

The date and time the activity was last updated.

EndTime Datetime False

The time the activity is to end

GroupsAggregate String False

List a groups that are associated to this activity.

IsCleared Bool False

Indicates that the activity has been cleared.

IsPrivate Bool False

Indicates elevated security that only the creator/owner has access to this activity.

IsTimeless Bool False

Indicates whether a specifies action is to be completed at a specific time-of-day.

Location String False

Describes the physical location that the activity is to take place.

OpportunitiesAggregate String False

List a opportunities that are associated to this activity.

RecurSpecDayDayAsInt Int False

An integer representation of the day of the week portion of a recurrence pattern.

RecurSpecDayDaysOfWeek String False

Representation of the day of the week portion of a recurrence pattern.

RecurSpecDayDayType String False

Describing the day-portion of the recurrence pattern.

RecurSpecDayOrdinal String False

Describes recurrence in relative terms for certain recurrence patterns (i.e. First, Third, Last) .

RecurSpecDayTypedDay String False

Describing the TypedDay (Day, WeekDay or Weekend Day) for the recurrence pattern when DayType is

RecurSpecFrequency Int False

Represents how often for the recurrence patterns

RecurSpecIsEndless Bool False

Flag denoting whether an end date has been specified for the pattern. Note: If false, the following defaults are used: For Daily and Weekly: 2 years beyond the start date For Monthly and Yearly: June 6, 2073.

RecurSpecMonth Int False

Represents the specific month for certain recurrence patterns

RecurSpecRecurType String False

Represents a unit of time used to separate recurences (i.e. Daily, Weekly, Monthly, Yearly).

RecurSpecSeriesEnd Datetime False

Specifiying the ending time for a given day.

RecurSpecSeriesStart Datetime False

Specifiying the starting time for a given day.

ScheduledBy String True

The contact who created this activity.

ScheduledFor String False

The name of the activity's organizer.

SeriesID String True

A unique identifier that represents the activity. The id that is returned is based on if it is a recurring or not. Recurrent activity: RecurSourceActivityId or Single Occurence activity: ActivityID

StartTime Datetime False

The time the activity is to begin

Subject String False

A description of the action to be completed.

IsAlarmCleared Bool False

Boolean value of IsAlarmCleared.

IsAlarmed Bool False

Boolean value of IsAlarmed.

LeadMinutes Int False

Lead minutes.

AlarmDue String False

Alarm due.

ExternalId String False

External Id.

AccessorId String False

Accessor Id.

ScheduledById String False

Scheduled Id.

ScheduledForId String False

Scheduled for Id.

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Build 24.0.9062